Why choose this provider?
Venturi Private Wealth caters to clients in and around Kansas City. It focuses on providing assistance to affluent individuals and business owners in effectively managing and leveraging their substantial assets. The firm is composed of in-house CFPs, investment professionals, and insurance specialists, who design and execute personalized financial plans in accordance with clients' personal and professional lives. They also offer investment and multi-family office solutions to facilitate efficient financial management. Venturi Private Wealth has been aiding people in accomplishing their financial goals since its inception in 2015.
License Verified:
License: 169576
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail
Price: Schedule A Call
- Rate:
- $2.5M minimum investment